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Twin Peaks Wealth Advisors’s Williams-Sonoma WSM Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-98
Closed -$17.9K – 2228
2026
Q1 		$17.9K Buy
+98
New +$19.6K ﹤0.01% 767
2025
Q3 		– Sell
-48
Closed -$9.94K – 2159
2025
Q2 		$9.94K Buy
+48
New +$7.54K ﹤0.01% 937

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Twin Peaks Wealth Advisors's WSM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Williams-Sonoma (WSM) in Q2 2026, closing a stake of 98 shares — an estimated $17.9K sold.

Twin Peaks Wealth Advisors first reported a position in WSM in Q2 2025 and held it in 2 quarters. The position peaked at $17.9K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Williams-Sonoma position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 98 Williams-Sonoma shares in Q2 2026, an estimated $17.9K.
  • Twin Peaks Wealth Advisors first reported a position in Williams-Sonoma in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Williams-Sonoma position peaked at $17.9K in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.